COMPANY PROFILE Contact Details

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1 Company's Name: Software's Name: C2L BIZ Solutions Pvt. Ltd. MicroSys Previous RFI ITEMS CHOICE LISTS FREE ANSWERS / DESCRIPTIONS / COMMENTS Contact information of the person who fills the questionnaire: Name Mangesh Vaitla Position Executive Director & Co-Founder address [email protected] Phone number Since when are you working with this institution? Since Inception COMPANY PROFILE Contact Details URL Postal address Country Region Fax number Sales representative India South_Asia Unit No.431, 4th Floor, F-Wing, Solaris-I, Saki-Vihar Road, Andheri (E), Mumbai Mangesh Vaitla, ( ID: [email protected], Mobile: ) Technical manager Bhavesh Lalan, ( ID: [email protected], Mobile: Established since nov-07 Status Limited_liability_company Main shareholders (with % of shares) Turnover and Results last 3 financial years Company's turnover Turnover linked to healthinsurance activity Company's net profit Profit link to microfinance activity Staff Whole company staff 90+

2 Core Insurance / health insurance Systems Staff 80+ Sales & marketing CBS staff 4 Implementation & training CBS staff 10+ Technical support CBS staff 20+ Product development CBS staff 60+ Management & administration CBS staff 6 Other Other software systems / services that your company provides Systems Services Has your company set up partnerships for the healthinsurance market? with health insurance Institutions? with Resellers? with Consulting companies? with NGO's? with other type of institutions? Main evolutions since 3 years Trends for next 3 years SymbioSys New Business System, Symbiosys Underwriting Engine, SymbioSys e-app (for electronic data capture), SymbioSys Distribution Management System, SymbioSys Sales Tool (Mobile based insurance sales enabler), SymbioSys Claims Management System, SymbioSys Technology Solution Accelerator (Framework) Custom Develeopment (Portals (Agency and Customer), Operation Data Store (ODS), High End consultancy, Support Engagements Launched 8 IPs and incorporated 4 subsidiary companies across US and Asia Pacific Special Focus on Health and General insurance along with ongoing focus on Life insurance and more geographical coverage in Asia Pacific SOFTWARE OVERVIEW MicroSys Software versions Date of 1st release mrt-09 Number of releases 2 Latest version number 2 Number of installations latest version 1

3 Number of installations previous version 1 Date of last released version mrt-11 Date of next release (if already planned) Average release frequency Patches and updates integration tool FTP server for patches download Type of institutions targeted Commercial Insurers Hospitals Community Based/Mutual model Full Service Model Partner - Agent Provider - driven Non-profit Organizations Others Market references Number of operating clients in 2010/2011/ Lowest and highest number of branches within health insurance clients Average number of branches per client Lowest and highest nb of accounts handled within clients Number of health insurance clients by country (2011) Number of ongoing installations by country NA NA NA Number of clients in 2010/2011/2012 by type Commercial_Insurers 2 Hospitals 0 Community_Based/Mutual Model Full Service Model Partner - Agent Provider - driven Non-profit Organizations 0 Other 0 Commercial offices (including resellers)

4 Number of commercial offices 7 Location of commercial offices India (3), Hong Kong (1), USA (1), Singapore (1), Malaysia (1) Support center (including resellers) Number of support centers 7 Location of support centers India (3), Hong Kong (1), USA (1), Singapore (1), Malaysia (1) Support center staff (number of people) 20+ Hotline by telephone Support in which languages English Technical documentation available User documentation available User club existence Main evolutions since 3 years Trends for next 3 years Forecast features under development for the software Further innovation in pipeline for health insurance market Outsourcing Targeted new clients for next 3 years Will be shared later According to you, who are your (3 main) competitors as health insurance software editor? Current competitors Will be shared later Estimated future competitors Will be shared later Technology Platform Agnostic, Seamless Online-Offline capability, The five major strengths of your software Immensly Configurable, Comprehenshive end to end system, Multilingual Interface Flexibility Consolidation / Possible network configurations Single PC for offline Decentralised Decentralised with consolidation tool Centralised on line Centralised on line with off-line option Other Technical Deployement of software Stand-alone for offline

5 Client/Server ASP Web Interface Multi-Tier Delayed posting from offline to online Tracking flexibility Tracks clients at different levels (individual, group, village, branch, region, institution Track current and historical client portfolio of loan officer / supervisor Multiple branches or regions Mechanisms for separating information on an office basis Presentation of financial or statistical information by branch or region Ability to neutralize inter-branches transactions Multi institutions Maximum number of accounts handled by software Maintenance of indicator lists for selected data (like region list) Tracks individual & group Is there any field that can be modified or added by user? Multiple languages Technical documentation and user guides languages Languages available within software Can support languages on a user basis All messages are in the language of choice Language set configuration for an entire implementation All screen information is presented in language of choice Multiple language support requires recoding (language is hardcode) or is intrinsic to the system (language is parameterized) Statements can be in different languages? If yes, possibility to allocate a language to a client? Ability to handle non roman scripts Multiple currencies Supports local currencies and foreign currencies Supports loan / deposits accounts and teller transactions in different currencies Supports foreign exchange exposure calculation facilities

6 Handles maintenance of value accounts and other inflationary risk mitigation functions Possibility to add a currency Rounding Rounding per currency to fit cash constraints (5, 10, 50, 100, ), possibility to set it up by product Rounding of installment amounts (Principal + interests) Provision Calculation set by ageing rules and product type Calculation modes (total outstanding, past dues only,...) Provision automatically calculated at disbursement FUNCTIONAL COVERAGE Beneficiary Management Enroll beneficiary or insured Demographics Capture of Insured information like Personal details, Contact details Financial information Questionnaire configurator to setup capture of Financial information Geographic information Qualifying criteria (see qualifying conditions) Proof of identity Capture of required set of documents (e.g. national identification card, personal identification number, biometric information, photos) Medical history Questionnaire configurator to setup capture of Medical information history Current medical condition Questionnaire configurator to setup capture of Current Medical information Assign insured to a PCP or primary care unit insured identifier Census Benefit class Benefit plan Physical proximity (e.g. work or home) List of available providers Family relationships Maximum number of insured to which a provider can attend

7 Eligibility inquiry by provider Can provide Web service to obtain the required information Benefits class Benefit plan Encounter date Insured accumulator Demographic criteria Clinical criteria Eligibility inquiry by insured Can provide Web service to obtain the required information Benefits class Benefit plan Date of inquiry Demographic criteria Pre-authorization Capture of Pre-Auth request and handling the subsequent processing Benefits class Benefit plan Clinical information Supporting documents Treatment plan Fee schedule Diagnosis Provider Management Register/empanel provider Provider license Physical proximity Qualifying criteria Maximum number of insured to which a provider can attend (i.e., level of services available based on staff) Provision to capture the Memorandum of understanding with the Provider with the agreed rates for various services

8 Provider type (doctor, hospital, health center, pharmacist, etc.) Provider banking information (e-payment) Provider agreement Privacy restrictions Fee schedule Previous agreement/ contract agreement template Region of the provider (there may be rural differentials in the fee schedule) Specialty of the provider (there may be a difference in fee amount based on the specialty) Premium collection Premium collection Ability to collect Premium against the Policy List of insured Sponsor classification (i.e., company, government) Benefit class Premium rate Payment status (arrears, current) Eligibility status Claims Management Claims Processing Claim Adjustments Voids Benefit plan Re-submitted claims Claims-related policies Pre- authorization match Eligibility status Benefit class Insured accumulators

9 Co-insurance Copayments Deductibles Fee schedule Provider accumulators Claims Status inquiry Claim identifier Encounter date Claims dispute and appeals Claim identifier Claim information (e.g., encounter date, claim number) Dispute notes Claims adjustment and voids Claim identifier Claim information (Encounter date, claim number) Claim adjustment amount Increase of claim payout Decrease of claim payout Void Accounting Payment to providers Financial transactions from accounts payable and receivable GL (approved claim, adjusted claim, void claim)

10 Capitation list Summary of current outstanding premiums Summary of premium amounts received to date Summary of subsidy received from national/regional government agencies Summary of subsidy to be received Interest from investments Accounts receivable Summary of current outstanding premiums Summary of premium amounts received to date Summary of subsidy received from national/regional government agencies Summary of subsidy to be received Interest from investments Accounts payable Summary of provider payments paid to date Standard business operations (non-claim related) (e.g., utilities, consulting services, vendors) Premium refunds Miscellaneous claims (e.g., those lost on appeal) Reporting Existing operational reports Existing financial reports Existing management reports Regulatory authority reporting (Central Bank) configurable Microinsurance Key Performance Indicators User defined reports Possibility to perform trend analysis / comparisons (i.e. this month vs last month, payment performance analysis...) Export utility (Word, Excel, other format, ) Customized statistics Additional functionalities Payment cards Check management Payment services (bills, utility management) additional module additional module additional module

11 Money exchange service additional module Credit scoring Customer relationship management HR administration Batch transfer functionality Other products and services EASE OF CONFIGURATION Configurator exists Parameterization steps Calendar (holidays / working days) Configuration printing Configuration interface/ergonomy Possibility to replicate the configuration from one system to another SECURITY Audit Audit methodology Unique teller identification number Traceability of products parametrization Traceability of connections - loggings Traceability of transactions Identification Users profiles (roles and privileges) Activate / deactivate a user Technology used Accountability by transaction by consultation J2EE, Spring Hibernate data collected in log file Backup management Using an external tool Integartion Required Internal tool: specify whether manual or automatic

12 Automatic recovery tool Data protection on database between remote stations on external floppies and backup cartridges TECHNICAL ARCHITECTURE Server requirements Operating system Minimal configuration for , , clients Optimal configuration for , , clients Size of server application for , , clients Network requirements Describe the usual configuration Protocol Database requirements Supported native databases ODBC, JDBC Workstation Operating system Minimal configuration Optimal configuration Size of client application Existing interface Excel, Word, text formats (TXT, CSV) Other Software Programming language Open source Other integrated tools PLANNING, TRAINING AND BUDGET System implementation Implementation methodology Internet TCP/IP Windows Server, Linux Need more information for sizing Need more information for sizing Need more information for sizing V LAN for online, HTTP/S for offline Database independent and hence can work with any RDBMS Database independent and hence can work with any RDBMS Database independent and hence can work with any RDBMS Windows Server, Linux Need more information for sizing Need more information for sizing Need more information for sizing Yes, ability to interface using these methods Web service J2EE

13 Describe how you build capacity at your client to replicate implementation of one branch to other branches by itself Installation & training partners (please indicate installation and training languages where appropriate) Average implementation time (from contract signature to service launch) Quickest implementation Longest implementation Guarantee period Installation CD ROM available Software update procedure Training User training If yes, how long? Who? Cost System administrator training If yes, how long? Who? Cost Training local IT specialist If yes, how long? Who? Cost Cost of programmer man-days for customization System pricing License (basis, range cost) License expiry Annual maintenance fee (basis, range, % license) Cost per transaction (basis, range) Assistance included in the initial license cost Average cost of installation, with standard training included (% license) Additional modules (not included in the standard software) - List features COMMENTS, TES Questions Comments Application Upgrade Done by C2L BIZ itself in English language Need more information to provide ball park time Will be shared later will be shared later AMC based upgrades available Train the trainer approach and the time is in range of 2-4 weeks. Cost will be shared later Train the trainer approach and the time is in range of 2-4 weeks. Cost will be shared later Train the trainer approach and the time is in range of 2-4 weeks. Cost will be shared later Need more information. Will be shared later Need more information. Will be shared later Need more information. Will be shared later Need more information. Will be shared later Need more information. Will be shared later Need more information. Will be shared later